Buy-side equity research analyst as part of the US Value Equity team.Coverage: Small/mid cap Industrials

Control private equity investing in the lower middle market. Led the firm's strategies in Engineering, Environmental Services, and Construction Services, roles included: Ardurra, Board Chair from inception of strategy. Led acquisition and ops efforts over seven deals until I recruited management team to lead inorganic growth on their own. Services focused on infrastructure design engineering. Recognized as 4th fastest growing Architecture/Engineering/Construction firms in the US. Initial investment April 2017. Exited February 2023.Anser Advisory, Board Chair from inception of strategy. Recruited management team prior to launch, assisted CEO with six acquisitions and ops related to effective roll up. Services focused on capital program and project advisory services. Recognized as the 6th fastest growing Architecture/Engineering/Construction firms in the US. Initial investment July 2018. Exited March 2021.Hull & Associates. Services focused on Environmental Consulting. Led acquisitions for firm’s environmental platform. Specifically: conducted idea generation (eg industry analysis), developed acquisition strategy, prepared fundraising materials, prioritized acquisition target list, led firm's outreach to 20+ targets, formed proprietary industry partnership to ensure consistent supply of acquisition targets, sourced / negotiated platform acquisition (closed after departure from rtc), and recruited operating team.

Global management consulting firm.My work focused on Corporate Finance, M&A, and Operational Improvement for Industrial and Chemical companies.

Managed teams of up to three analysts on consulting projects; worked closely with senior client leadership, including CFOs and business unit leaders.

Analyzed and invested in Banks based in Sub-Saharan Africa. Modeled investment scenarios for an equity investment in a privately held bank; quantified expected losses from off-balance sheet assets.